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BRT

BRT Apartments

86 hedge funds and large institutions have $92.5M invested in BRT Apartments in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $362K | Put options by funds: $46K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.36% less ownership

Funds ownership: 28.44%28.08% (-0.36%)

9% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 32

3% less funds holding

Funds holding: 8986 (-3)

15% less capital invested

Capital invested by funds: $108M → $92.5M (-$15.7M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
86
Holders Change
-3
Holders Change %
-3.37%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
29
Reduced
32
Closed
5
Calls
$362K
Puts
$46K
Net Calls
+$316K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.7M -$327K -17,314 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.4M +$22.8K +1,206 +0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.63M -$289K -15,300 -3%
OC
4
Oppenheimer & Close
New York
$5.81M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.55M +$320K +16,937 +7%
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$4.45M
State Street
7
State Street
Massachusetts
$4.14M +$169K +8,948 +4%
RVPG
8
Relative Value Partners Group
$2.55M -$86.5K -4,577 -3%
Northern Trust
9
Northern Trust
Illinois
$2.49M +$357K +18,875 +15%
Boston Partners
10
Boston Partners
Massachusetts
$2.49M -$414K -21,894 -13%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$2.3M +$153K +8,114 +6%
BA
12
Bard Associates
Illinois
$2.12M +$7.47K +395 +0.3%
AQR Capital Management
13
AQR Capital Management
Connecticut
$2.01M -$57.9K -3,063 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.84M -$1.1K -58 -0.1%
First Manhattan
15
First Manhattan
New York
$1.84M +$122K +6,475 +6%
Stifel Financial
16
Stifel Financial
Missouri
$1.69M
LJAC
17
L.J. Altfest & Co
New York
$1.49M
Charles Schwab
18
Charles Schwab
California
$1.22M -$857K -45,337 -39%
Millennium Management
19
Millennium Management
New York
$1.21M +$94.9K +5,020 +8%
ADMI
20
Albert D. Mason Inc
Massachusetts
$1.18M -$15.1K -798 -1%
Prudential Financial
21
Prudential Financial
New Jersey
$1.16M +$134K +7,067 +12%
Man Group
22
Man Group
United Kingdom
$1.06M
NCM
23
Next Capital Management
New York
$870K
Deutsche Bank
24
Deutsche Bank
Germany
$822K +$11.9K +632 +1%
AAS
25
Avantax Advisory Services
Texas
$770K -$282K -14,896 -25%

BRT Hedge Fund Activity: Q3 2023 in Review

86 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BRT Apartments (BRT) for Q3 2023, worth a combined $92.5M — down 15% from $108M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BRT and 3 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 29 added.

The largest buyer was Northern Trust, adding an estimated $357K. The largest seller was Charles Schwab, cutting an estimated $857K.

  • 86 institutional investors held BRT Apartments (BRT) as of Q3 2023, down from 89 in Q2 2023.
  • Funds reported $92.5M of BRT Apartments stock for Q3 2023, down 15% quarter-over-quarter.
  • 3 funds opened new BRT Apartments positions in Q3 2023 and 5 closed out, a net change of -2 holders.
  • The largest BRT Apartments buyer in Q3 2023 was Northern Trust, an estimated $357K added.
  • The largest BRT Apartments seller in Q3 2023 was Charles Schwab, an estimated $857K sold.

Based on aggregated 13F filings for Q3 2023.